See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,420 | $45,863+169.1% | $77,024+60.2% | $68,494+80.2% |
| Participation rate | 43.1% | 55.9%-12.8pp | 67.9%-24.8pp | 67.9%-24.8pp |
| Annual return | -17.95% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,059 | $1,650-35.8% | $2,812-62.4% | $2,596-59.2% |
| Participant deferral / active EE | $2,358 | $2,962-20.4% | $4,426-46.7% | $4,027-41.5% |
| Admin fee / account holder | $11,081 | $3,041+264.4% | $5,425+104.2% | $5,403+105.1% |